COMMUNITY OPPORTUNITY FUND (EIN 813704165) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

DAWN MOTTRAM

Phone

6464309100

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY OPPORTUNITY FUND, founded in 2016, is a community nonprofit in the Housing & Shelter sector that reported $4.2M in total revenue in fiscal year 2023. The organization ran a surplus of $3.6M, a strong 86% operating margin.

Mission

THROUGH ITS ACTIVITIES, THE COF SEEKS TO IMPROVE THE HEALTH, WELLBEING AND OPPORTUNITY FOR RESIDENTS LIVING IN AFFORDABLE HOUSING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,668,575

Program Service Revenue $0

Investment Income $437,798

Other Revenue $77,454

TOTAL REVENUE $4,183,827

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,658

Fundraising Expenses $0

Program Expenses $478,115

Other Expenses $572,231

TOTAL EXPENSES $590,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,183,827	$3,959,879	+0.1%
Expenses	$590,889	$556,642	+0.1%
Net Income	$3,592,938	$3,403,237	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN FP ROSE	PRESIDENT AND TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN PLUM	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT L HUGHES	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY PAIK	BOARD MEMBER	1.00	Director	$0	$0	$0
CARTER STEWART	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$4,183,827	$590,889	$17,102,198	$3,592,938
2022	$3,959,879	$556,642	$13,744,322	$3,403,237
2022	$3,959,879	$556,642	$13,744,322	$3,403,237
2021	$1,075,945	$296,006	$10,189,949	$779,939
2020	$774,958	$230,848	$9,378,109	$544,110
2019	$8,420,639	$225,378	$8,905,483	$8,195,261
2018	$67,030	$34,082	$606,494	$32,948

COMMUNITY OPPORTUNITY FUND